Patient Data Input Manual


Patient Data Input Manual


Table of Contents

Step 1– Upload Patient Demographics............................ 

Step 2 – Using the the Checklist........................................

Step 3 – Edit Patients’ Files...............................................

Step 4 – Create Case........................................................

Step 5 – Add Patients’ Insurance Information...................

Step 6 –Scheduling...........................................................

Step 7 – Upload Patient X-rays.........................................

Step 8 – Bringing Patient’s Credit Forward.......................

Step 9 – Bringing Balance Forward..................................



CoAction Customer Support Line:  858-800-2367



Adding Patient Data, full walk-through and check list

The following steps only need to be completed after your Admin area has been fully filled out and you are ready to input patient information.



If you are coming from a from another software, CoAction can upload your patient demographics. In order to upload patient demographics from your old software into CoAction, a .csv file is needed.  In order to have this file created you may need to contact customer support for your old software to get guidance on exporting patient demographics.  

This is the patient demographics that will be uploaded to CoAction from your .csv file:

Last Name, First Name, Middle Name, Nick Name, Address, City, State, Zip, Home phone, Work phone, SSN, Gender, Birth-date, Marital Status, New patient date, Employment, Email and Cellphone.


You must decide if you want to export just your active patients or if you want them to export ALL your patients (active and inactive).  All patients imported into CoAction will be imported as “Active” patients. It is recommended that you do transfer ALL of the patients so that you have the inactive patients if you want to market to them. 

Send your .csv file to Turnaround time for us to work on it will be determined by the file size. Then, we will contact you to arrange a time to upload to your CoAction system.


If you are not coming from another software and are starting brand new, you will skip this step.




If you are coming from another software, you can download the attachment at the end of this article called CoAction Software Conversion Checklist, to ensure that all the proper data is converted for every patient. Take a marker and cross out any data fields that you do not want to copy from your old software to CoAction.  Once that is completed, make enough copies of this form to list each of your active patients.  Then place each patient’s name on the top of a checklist. 

If you are bringing over a very large patient database, we do not recommend adding ALL patient info into the system at once. We suggest taking a look at your old software to see who is scheduled on the date you have chosen as your Go-Live date and work on the patients from that moment and go out about 2 weeks to 1 month. This allows you to get all patients in that you are going to see right away and work on the others as they are coming into the clinic.

If you are not coming from another software and are starting brand new, you can use this check list to ensure you are entering all necessary info for the patient as they are scheduled for an appointment.

 As each piece of data is transferred from the old software to CoAction, it is imperative that the appropriate field is initialed under each patient’s name.  Once all necessary data is transferred for that patient, an audit can be conducted and the last “audit” box can be initialed indicating the completion of that patient.    



*Click HERE for a full walk-through.

To access your patients file, go to -> Patients -> Enter the last name of the specific patient you are looking for to filter the Rolodex -> Double click patient -> Edit

If you are not coming from another software and are starting brand new, Go to Patients ->New Prospect/Patient 


If you imported ALL of your patients (Active and Inactive) into CoAction, you should take the time at this point to go through your list of patients from your Csv file and edit the files of those you wish to make inactive or terminated.  Inactive patients are patients that are not currently coming into the clinic but, you wish to continue to market to them.  Terminated patients are people who are no longer coming in, but you are choosing not to market to them any more, i.e. they moved, left for college, passed away, etc. 

Add in all necessary information.

You must also add the appropriate assigned provider for each patient.  Under “General” in Patient Information you can select the appropriate provider from the Assigned Provider drop down menu for each patient that was uploaded. 

An assigned provider is the provider for which you would like to link the patient to for financial reporting, regardless of who actually sees the patient.  This will also give you the option to only show those patients who are Assigned to a specific provider in the Rolodex.  For example, I can set Dr. A’s privileges so that he is only able to see the patients in which he/she is listed as the Assigned provider

If you have patients’ images from your last software you can transfer the photos from the old software to CoAction.  Select the patient whose picture you want to upload.  Click “Edit” -> Photo and then double click on the outline of where the photo will be placed.  Locate the photo and upload it. 




*Click HERE for a full walk-through

Before you can enter an appointment in CoAction, you must create a “Case” for the patient.  Open the patient’s file - > Click on “Case” -> Click “New”.  You must enter the Case Description first.  You must select Case Type, Case Status, Price List and Billing Provider.  If a patient is going to been seen by more than one billing provider then you can leave the Billing Provider Box blank.  Box 12 needs to be filled out with the appropriate dates also.



The Billing Provider is the doctor for whom you would want that patient’s services billed under.  If a Billing Provider is NOT selected for that patient’s case, the charge will get billed under whomever the Treating Provider is.  You should use the Billing Provider if you want ALL charges for a specific case to be billed under a specific provider.

The Billing Provider can be changed on a specific charge by going into the visit and selecting Edit Charge.  You will see a drop down menu next to Billing Provider. You can also go into the patient’s file, click Ledger and Charges.  If you double click on the charge and click on the Billing Information Tab, you will see the drop down menu for Billing Provider. 



Using the designated provider will allow you to have a provider linked to a specific case.  For example, you can have Dr. A as the Assigned Provider but that patient can have 2 cases, one for chiropractic and one for a massage therapist.  The case for chiropractic can have the designated provider be the same as the assigned provider but in the massage case the designated provider can be the massage therapist.     

If you select the Day Sheet and Collections Income report to be run based off Designated provider, then you MUST select a designated provider for each patient’s case or else the data in those cases will NOT be included in the reports. 


If the case is a Personal Injury or Worker’s Compensation case, it should be noted as such under Case Type.  For Worker’s Comp cases Box 10a should be filled out and Box 10b should be filled out for Personal Injury cases.  On this screen you also have the option to add the referring provider or referring attorney.   If their names are not already added to the system during the set up, you can click the button on the left in that field and add it right there.




*Click Here for a full walk-through



To add insurance information to the patient’s file click on the “Insurance” tab in their file -> Click Add/Edit -> Click Create New Policy -> Next -> New Primary -> Next -> This Patient -> Select Payer. 

 Enter the Insured’s ID number (Box 1A), Relationship to Insured (Box 6) and the Patient’s Responsibility information.  Enter the specific limits of their policy. 

You can leave the Number of Visits Used, Dollar Amount Used and Deductible To Be Met blank when doing the conversion. In order to fill out the specifics accurately you would have to do an insurance verification for every patient.  You can enter more accurate information in this section after the policy resets and you redo an insurance verification. Just keep in mind, if this area is left blank, the system is unable to track deductibles owed etc. The full walk- through area explains these areas in greater detail.

You can select a Fee Schedule if your office has created one for insurance allowed amounts. Fee Schedules are not required. They are created to aid in keeping the patients ledger more accurate if you are aware of the allowed amounts set forth by that insurance payer.

“Authorization of Benefits” (Box 13) should be checked if you are billing insurance. 

Enter the Insured’s Policy Group/FECA number, Employers/School name and Insurance plan/program if required (Box 11-11c). 

Box 11d asks if you have any other policies.  If the patient has a secondary insurance select “Yes”. 

Select “Yes” for “Accept Assignment” (Box 27) if you are receiving payment from the insurance payer. 

The bottom of the screen is where you will add the Adjuster contact information for any Personal Injury or Worker’s Compensation cases.

When you are finished entering all necessary info, select Next.

If you need to enter a secondary policy, select create new secondary and enter all necessary info. Make sure to enter all secondary info in the (Box 9's) area under the Primary tab so, secondary info is printed on the primary HCFA form.

If the patient does not have a Tertiary insurance policy you will select "No" in box 11d

If you do not need to enter a secondary policy, select Finished and indicate when this policy info should start.

We always recommend that a policy starts at least 1 day before the first set of charges to ensure the charges are picked up by the insurance policy. If your clinic has set a Go-Live Date, you will select the day before that date.





*Click Here for a full walk-through 

If you are coming over from another software, go to the schedule of your old software for the day you want to go live with the new software.  Starting with the first person scheduled for that day, print all future appointments for that patient.  Then continue to the next patient and print all their future appointments.  Continue to print schedules for all patients scheduled out for about 2 weeks throughout the rest of the month depending on how many patient appointments you are working with.

To schedule the patient, Click on the “Appointments” tab within the patient file and Select "New" 

  1. Make sure the correct provider is selected in the drop-down
  2. Select Date of appointment
  3. Select Reason of Visit (ROV) for the appointment
  4. Select time slot
  5. Save



You also have the ability to schedule patients by going to "Appointments" within your database toolbar.

Select "Schedule or Appointment book tab



Select the Date in the calendar and then Double click the appropriate time slot that you want to schedule the first patient.


Double click the correct patient within the Rolodex. Select Case for patient.

If the patient does not have a case, you will have to select "New Case" and follow steps in Step 4.

Select Reason of Visit


If that patient is consistently scheduled at the same time you can schedule those appointments out using “Recurrence”.  If they are not, just click “Save and Close” for that one appointment. 



Repeat step 6 for any patients that are scheduled during the first 2 weeks- 1 month.



*Click Here for a full walk-through

If a patient has a credit in their old account and you wish to bring that credit forward, you can enter it into the CoAction system without it showing on an end of day report as new income.  To do a Credit forward select the appropriate patient and click Ledger -> Payments -> Credit Forward.



You will then have the option to modify the date of the Credit Forward, enter the patient credit amount, and add a comment such as the date, type and amount of the original payment that was posted in the past software.





*Click Here for a full walk-though 

In CoAction you have the option to continue to collect payments and post them to your previous software until their account is closed out or bring a patient and/or insurance balance forward into the new system.   If you choose to bring a balance forward into CoAction, select the appropriate patient and click on ledger -> Balance Forward.





When the Balance Forward screen opens, you will have the option to modify the date of the transfer, enter a patient balance as well as a balance from a primary, secondary or tertiary insurance company.  There are also two areas to add a comment, the first box is for your office information only and the second box will be printed on a patient statement and receipt.






*Click Here for full walk-through

If you have digital images of a patient’s x-rays, or other diagnostic result, they can be uploaded into the patient’s file.  In order to upload the image you must click on the Image tab -> Add.  Browse for the file you would like to upload, select and click “Open”. Please keep in mind that only image files .jpg, .tiff, .png, etc. can be uploaded under the image tab. 






If you have patient files to upload such as intake forms, new patient paperwork etc. that you would like to upload, you will click on the Files tab of the patients file ->Add. Find the appropriate file saved on your computer, select and click "Open"

Enter the name of the file you are uploading and Save.



CONGRATULATIONS! You are now ready to start seeing patients!


After you have used CoAction for the first month, most of your patients should have had their first visit in the new software and it should be smooth sailing.  Be sure to initial the Software Conversion Checklist for each piece of data from the patient’s file that you convert.  This is the key to a flawless conversion and will minimize any delays in billing. 
















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